Senior Accounts Receivable Analyst

The Senior Accounts Receivable Analyst at ClickUp has various responsibilities, including managing cash inflow through daily reconciliations, conducting collections via email and phone, and overseeing the dunning system. This role also requires effective communication with the Sales team regarding customer accounts, maintaining status reports for overdue accounts, and providing excellent customer service related to billing inquiries.

To qualify for the Senior Accounts Receivable Analyst role at ClickUp, candidates should have a Bachelor's degree in a Finance, Accounting, or STEM-related field, or equivalent experience. Additionally, 3-5 years of high-volume B2B collections experience is crucial. Candidates should also be familiar with billing procedures, have insights into NetSuite and Salesforce, and possess strong communication skills.

Effective communication is vital for the Senior Accounts Receivable Analyst at ClickUp. This role involves not only reaching out to customers through phone and email but also requires regular collaboration with the sales team to ensure overdue accounts are addressed promptly. Analysts are encouraged to enlist the support of senior management when necessary to enhance the collection process.

Success in the Senior Accounts Receivable Analyst role at ClickUp hinges on a combination of strong analytical skills, proficiency in GL/reconciliation processes, and the ability to manage high-volume collections. Additionally, interpersonal skills for handling customer inquiries and disputes, as well as a customer-first approach in delivering service, are essential.

Yes, experience with NetSuite and Salesforce is preferred for the Senior Accounts Receivable Analyst position at ClickUp. Familiarity with these tools would greatly assist in managing accounts receivable processes efficiently and ensuring accurate financial reporting.

When answering this question, highlight specific experiences where you've managed collections effectively, including any strategies you used to reduce delinquency or resolve disputes. Provide examples of your communication methods and how they contributed to successful outcomes.

Outline your process for managing time and staying organized. Discuss strategies such as prioritizing accounts based on the age of receivables, using CRM tools effectively, and maintaining consistent communication with clients to ensure you remain proactive rather than reactive.

Discuss your approach to maintaining professionalism and diplomacy in such situations. Provide an example of a time when you successfully resolved a dispute while still fostering the customer relationship and ensuring company interests were protected.

Share your insights on the importance of documentation and regular reconciliations. You could mention tools you've used for tracking payments and how you ensure accuracy in your reporting, and your routine for regularly reviewing account statuses to spot anomalies.

Highlight instances where you worked effectively with sales or customer support teams, particularly in resolving account issues or enhancing the collection process. Explain the importance of fostering interdepartmental communication to achieve shared goals.

Provide a specific example that illustrates your proactive approach and perseverance. Detail the strategies you implemented to exceed targets, reflect on the metrics you tracked, and the recognition or results that followed.

Discuss your experience with financial applications such as NetSuite or Salesforce. Share any specific tools you have used to enhance efficiency in your accounts receivable tasks and how you've navigated software challenges in previous roles.

Explain how you continuously seek to improve your knowledge in the field. You can mention industry-specific journals, attending webinars, networking with other professionals, or being part of relevant organizations that keep you informed.

Identify a particular strength that aligns with the role's requirements, such as your analytical abilities, strong communication skills, or your ability to handle high-pressure situations. Provide examples of how this strength positively impacted past roles.

Express your enthusiasm for ClickUp’s innovative culture, mission, and the opportunity to impact productivity positively. Tie your skills and experiences back to the company values and explain how you believe you can contribute meaningfully to their Accounts Receivable team.